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IPG Photonics Corporation (IPGP)

NEUTRAL
TechnologySemiconductor Equipment & MaterialsUnited States

Fondamental

53

Prix

$71.29

Capitalisation boursière

$2.97B

Partie 1 · Ce que vaut l'entreprise

Vue d'ensemble

IPG Photonics Corporation develops, manufactures, and sells fiber lasers, fiber amplifiers, diode lasers, and laser-based systems used in materials processing, medical, and advanced applications. The company offers laser products, including hybrid fiber-solid state lasers with green and ultraviolet wavelengths; fiber pigtailed packaged diodes and fiber coupled direct diode laser systems; and high-energy pulsed lasers, multi-wavelength and tunable lasers, and single-polarization and single-frequency lasers, as well as other versions. It also provides complementary products, such as optical fiber delivery cables, fiber couplers, beam switches, optical processing heads, process measuring and monitoring technologies, and in-line sensors and chillers. In addition, the company offers LightWELD, a handheld laser welding system; 2D compact flat sheet cutter systems; high precision laser systems for medical technology industry; multi axis Cartesian systems for fine welding, cutting, and drilling applications; laser and non-laser robotic welding and automation solutions; and related accessories for specific medical applications. The company sells and markets its products to original equipment manufacturers, system integrators, and end users through direct sales force, as well as through agreements with independent sales representatives and distributors. It serves general manufacturing, automotive, consumer goods, medical devices, energy/renewable energy, micro electronics, original equipment manufacturers instrument manufacturing, scientific, as well as aerospace and defense, rail, and shipbuilding markets. IPG Photonics Corporation was founded in 1990 and is headquartered in Marlborough, Massachusetts.

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Direct competitors

Who this company fights with for the same customers

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Bilan & Liquidités

Chiffre d'affaires

$1.07B

12 derniers mois (au 30/06/2026)

Résultat net

$28M

12 derniers mois (au 30/06/2026)

Flux de trésorerie libre

$-3M

Capitaux propres totaux

$2.13B

Passif total

$296M

Ratio de liquidité général

6.18

Couverture des intérêts

-

Dette/EBITDA

0.20

Bénéfice par action

Chiffre d'affaires & Résultat net

Flux de trésorerie libre

Décomposition du résultat

État historique

Marges dans le temps

La dette dans le temps

Le poids de la dette

Grille de la croissance

Croissance — Chiffre d'affaires

Estimation de la juste valeur

General caseJustement valorisé

Juste valeur

$72.52

Prix actuel

$71.29

Marge de sécurité

+1.7%

Fourchette de juste valeur

$47.14 - $97.91

Méthodes d'estimation

Analyst price target:$126.21
Discounted cash flow (DCF):$89.19
Earnings multiple (P/E):$30.50
Graham growth formula:$4.86
Earnings power value (EPV):$1.50
Justified P/B:Not enough data to compute it
Dividend discount (Gordon):Not enough data to compute it
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:$161.45
Revenue multiple:Not enough data to compute it
Consensus des analystes:Acheter (12B / 4H / 1S)
Dernière surprise sur les résultats:+37.06%

Indicateurs de valorisation

Ratio P/E

110.53

ROE

1.5%

Ratio P/B

1.41

P/FCF

144.67

Marge brute

38.4%

ROIC

0.3%

Radar de rentabilité

Value Creation (Economic Moat)

ROIC

0.3%

WACC

9.8%

ROIC − WACC

-9.5 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Critères d'analyse fondamentale

Réussi (15)

  • EPS shows upward trend
  • EPS CAGR 11.95%
  • Gross Margin 38.4%
  • P/B Ratio 1.41
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • Current Ratio
  • Debt/EBITDA
  • Low reliance on intangibles
  • Analyst Consensus 71% Buy
  • Earnings Surprise avg 8.8%
  • Earnings Quality (OCF/NI) 3.50
  • Share Dilution -4.0%
  • Net Margin Trend 2.6% vs -22.8%
  • Piotroski F-Score 6/9

Échoué (10)

  • Price CAGR -2.94%
  • ROIC 0.3%
  • P/FCF 144.67
  • Operating Margin 0.7%
  • CapEx intensity
  • Return on Tangible Assets
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • ROE 1.3%
  • Revenue Growth 5Y -3.5%

Indisponible (3)

  • Dividend Payout NaN%
  • Interest Coverage
  • PEG Ratio (need PE > 0 and growth > 0)

Score F de Piotroski

6/9

Signaux mixtes : certains domaines nécessitent attention

score
criteria

Qualité des bénéfices

3.50

Qualité élevée : bénéfices soutenus par la trésorerie

Dilution du capital

-4.0%

Rachat d'actions. Favorable aux actionnaires

Gouvernance

Équipe dirigeante

NomTitreÂge
Dr. Mark Milton Gitin Ph.D.CEO & Director58
Mr. Timothy P. V. MammenSenior VP & CFO55
Dr. Paulus Bucher Ph.D.Senior Vice President of Global Operations58
Mr. Angelo P. Lopresti II, J.D.Senior VP, General Counsel & Secretary61
Mr. Trevor D. NessSenior Vice President & Chief Revenue Officer52
Ms. Mary E. ButtarazziVP, Corporate Controller, Chief Accounting Officer & Principal Accounting Officer49
Dr. Igor Samartsev Ph.D.Senior VP & Chief Scientist62
Mr. Eugene FedotoffSenior Director of Investor Relations-
Ms. Jennifer KartonoSenior VP & Chief Human Resources Officer55
Dr. Eugene A. Scherbakov Ph.D.Director & Advisor77

Risque d'audit

5

Risque du conseil

2

Risque de rémunération

9

Risque droits des actionnaires

2

Partie 2 · Le prix et le moment d'entrer

Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.

Latest News

Recent headlines for IPGP, sourced from Markets Gazette.

  • 3/6/2026POSITIVE
    How IPG Photonics Stock Gained 42% Last Month

    IPG Photonics Corporation (IPGP) experienced a significant surge of 42% in its stock price last month, outperforming analyst expectations. This substantial gain indicates strong positive market sentiment and potentially reflects robust operational performance or favorable market conditions for the company's products. Investors are likely reacting to news that suggests a brighter future outlook for the company, possibly related to increased demand for its fiber laser technology or successful product innovations. The impressive monthly performance suggests that IPG Photonics is a company to watch for continued growth.

via Markets Gazette